HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1 +$77.8M
2 +$44.1M
3 +$41.9M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$39.2M
5
AAPL icon
Apple
AAPL
+$35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.9%
2 Consumer Staples 2.94%
3 Financials 2.55%
4 Consumer Discretionary 2.55%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$4K ﹤0.01%
+50
2277
$4K ﹤0.01%
+22
2278
$4K ﹤0.01%
+288
2279
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+555
2280
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+199
2281
$4K ﹤0.01%
+150
2282
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+15
2283
$4K ﹤0.01%
+41
2284
$4K ﹤0.01%
+163
2285
$4K ﹤0.01%
+3,700
2286
$4K ﹤0.01%
+200
2287
$4K ﹤0.01%
+50
2288
$4K ﹤0.01%
+68
2289
$4K ﹤0.01%
+100
2290
$3K ﹤0.01%
+57
2291
$3K ﹤0.01%
+70
2292
$3K ﹤0.01%
+956
2293
$3K ﹤0.01%
+171
2294
$3K ﹤0.01%
+1,000
2295
$3K ﹤0.01%
+220
2296
$3K ﹤0.01%
+138
2297
$3K ﹤0.01%
+71
2298
$3K ﹤0.01%
+73
2299
$3K ﹤0.01%
+58
2300
$3K ﹤0.01%
+16